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Processing Payment Using the Accepted Payment Method
You can process payments if the customer's payment account is stored in Billing Manager. For more information about the Payment Wallet, refer to our article ‘Setting Up Payments per Customer.’
Customers of 3PL providers should work with their 3PL admins to get a user account set up.
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Step-by-step guide
- Navigate to Invoices > Invoice Review. You can also process payments in Customer Invoices.Â
- Select the invoice for which you want to process the payment. You can only process payments for invoices with ‘Published’ status.
- Click Process payment.Â
- Select the desired payment account for this invoice.Â
If configured for the selected payment account, Billing Manager adds a convenience fee to the total amount due. To learn more about convenience fees, refer to our article ‘Setting Up Convenience Fees.’
If you prefer to use a different card or bank details and not save the customer's payment account information, choose Select Another Payment Method.
 - To complete the payment, click the Pay button. Upon successful payment, a confirmation message will display. The invoice status will change to ‘Paid.’
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